PORTLAND METRO BEEKEEPERS ASSOC

EIN: 931201475 501(c)(3) Education

GLADSTONE, OR

Total Revenue
$64,012
Total Expenses
$61,733
Total Assets
$10,903
Net Assets
$10,903
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1990
Legal Domicile
OR
Tax Period
2023-01-01 to 2023-12-31

PORTLAND METRO BEEKEEPERS ASSOC, founded in 1990, is a micro nonprofit in the Education sector that reported $64K in total revenue in fiscal year 2023. Expenses of $62K left a modest 4% surplus.

Mission

PMBA OPERATES A LOCAL CHAPTER OF THE OREGON STATE BEEKEEPERS ASSOCIATION FOR EDUCATION, TRAINING OF NEW OR SEASONED BEEKEEPERS ON SUCCESSFUL BEEKEEPING PRACTICES UTILIZING RESEARCH BASED TECHNIQUES & PRACTICES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,363
Program Service Revenue $0
Investment Income $56,649
Other Revenue $0
TOTAL REVENUE $64,012

Expense Breakdown

Grants Paid $7,450
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $61,733
Other Expenses $54,283
TOTAL EXPENSES $61,733

Year-over-Year Comparison

2023 2022 Change
Revenue $64,012 N/A N/A
Expenses $61,733 N/A N/A
Net Income $2,279 N/A N/A
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMIE CALDWELL VICE PRESIDENT 15.00
Officer
$0 $0 $0
SANDI COLLIS SECRETARY 15.00
Officer
$0 $0 $0
PAUL STROMBERG PRESIDENT 15.00
Officer
$0 $0 $0
DAVID SCHWARTZ TREASURER 15.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2023 $64,012 $61,733 $10,903 $2,279
2022 $66,862 $62,804 $18,513 $4,058
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